+60.8%
AXON vs VLTO
+54.8%
+6.0%
-64.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -18.2% | +0.5% | -18.6% | -18.4% |
| 7D | -26.8% | +5.4% | -32.2% | -28.6% |
| 30D | -22.9% | +22.3% | -45.2% | -30.1% |
| 3M | -40.1% | +19.6% | -59.7% | -45.0% |
| 6M | -18.9% | +35.2% | -54.0% | -29.6% |
| YTD | -44.9% | +17.9% | -62.7% | -49.4% |
| 1Y | -46.7% | +19.5% | -66.2% | -51.3% |
| 3Y | +44.3% | +73.9% | -29.6% | +20.0% |
| All | +60.8% | +54.8% | +6.0% | +37.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VLTO.
Daily Out/Under-Performance
Portfolio return minus VLTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLTO return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded VLTO wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling